Kalamazoo, MI Office
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TruNorth Capital Management, LLC
Team
Firm-wide stats for TruNorth Capital Management, LLC
About
TruNorth Capital Management is a fee-only, SEC-registered adviser that provides discretionary investment management to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans (including acting as a 3(38) investment manager). The firm reports approximately $724.5 million in discretionary assets under management and also offers retirement and financial planning services when requested by clients.
The firm emphasizes low-cost, diversified strategies using ETFs, no-load mutual funds, individual bonds and CDs, with tactical weighting across global asset classes and periodic rebalancing; TruNorth generally avoids individual equities but will manage existing individual-stock holdings for incoming clients. TruNorth may, at client request, consider tax implications, employ options strategies as a risk-mitigation tool, and has disclosed use of margin transactions in its recent ADV amendments.
Distinctive features in the brochure include regular newsletters and blog publications distributed to clients and non-clients, a membership with DPL Financial Partners to support fee-based insurance consultancy, and disclosure that four client households participate in certain outside real-estate or private illiquid investments of an owner—relationships the firm says predated the advisory engagement and were not solicited. The firm also states it does not charge performance-based fees, excludes self-directed assets from its advisory fee schedule, and provides client-initiated planning on a complimentary basis.
Based on TruNorth Capital Management, LLC
Expertise
Based on TruNorth Capital Management, LLC
Location
1090 North 10th Street, Suite 210
Kalamazoo MI 49009
Advisors at this office
3
Advisors at this office
Kevin M
CFP®
Kalamazoo, MI
TruNorth Capital Management, LLC
Kevin Miller is a CFP® professional with 15 years of industry experience, currently serving at TruNorth Capital Management, LLC since 2019. Prior to joining TruNorth, he worked for 14 years at Plante Moran financial advisors. In addition to his advisory role, Miller teaches CPA continuing education courses for Surgent CPE as an independent contractor. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser that provides discretionary investment management and financial planning services to individuals, families, corporations, and retirement plans. The firm emphasizes low-cost, broadly diversified portfolios using ETFs and mutual funds with tactical asset allocation and periodic rebalancing.
Jean Claude M
Series 65
Kalamazoo, MI
TruNorth Capital Management, LLC
Jean Claude Morisset is a financial advisor at TruNorth Capital Management, LLC with eight years of industry experience. He holds the Series 65 credential and previously worked at Plante Moran Financial Advisors from 2014 to 2022. Morisset has been with TruNorth Capital Management since 2022. TruNorth Capital Management is a fee-only, SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans. The firm employs low-cost, diversified strategies using ETFs, mutual funds, bonds, and CDs, with tactical asset allocation and periodic rebalancing.
Brian M
Series 65
Kalamazoo, MI
TruNorth Capital Management, LLC
Brian Mullally is a financial advisor at TruNorth Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at TruNorth since 2012. Outside of advisory work, he is involved in commercial real estate development and management through multiple entities, including Innovo Property Management and related ventures. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, families, family offices, corporations, charitable foundations, and retirement plans. The firm focuses on low-cost, broadly diversified portfolios using ETFs, mutual funds, bonds, and cash equivalents, managing client accounts on a discretionary basis with an emphasis on transparency and regular client communications.
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